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Piper Serica PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a recommended AMC: Piper Serica has a pretty strong foundation to build a PMS business - a founder-cum-manager CIO with strong experience and a clearly defined investment philosophy. Their domestic PMS business is relatively young (founded in 2019), even though this strategy has been run on an advisory platform for some time. We would wait for the domestic track record to be built up over a few more years & the PMS business to scale further, prior to recommending Piper Serica PMS for investments.

The PMS/AIF AMC Rating is derived on the basis of our analysis on 5 key qualitative parameters that we use to analyse the quality of a PMS/AIF Provider. These include an assessment of the size of the AMC, the pedigree of the AMC, the pedigree of the team, the value of the investment philosophy & the level of differentiation. These insights of our central research team are documented in the IME RMS, and can be accessed during a consultation call with an IME PMS specialist.

PMS Background

Discretionary AUM (145cr) | Promoter Category ()

Inv Team

Investment Team

Abhay Agarwal | 4-star rated FM

MD & CIO | 31 yrs Experience | 21 yrs at current firm

Past Experience: Director (JP Morgan Partners, Singapore), AVP (Citibank India)

Abhay Agarwal is an experienced CIO (with past experience as Director at JP Morgan PE Asia), as seen with his long-standing association with Piper Serica Advisors. His experience across market cycles is valuable to Piper Serica’s top-down approach to investing in their strategies.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

Scheme Category Style 1 yr 3 yr 5 yr Since Inc
Piper Serica Leader Flexi Cap GARP 43.7 17.9 20.3 20.7

Returns as of 30-June-24.

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